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pennylane-mcp-server

pennylane_get_trial_balance

Read-onlyIdempotent

Retrieve the full trial balance for a date range, with debit and credit totals per account, to verify balances, close periods, and prepare financial statements.

Instructions

Récupère la balance générale pour une période donnée. Retourne chaque compte avec ses totaux débit/crédit. Essentiel pour les travaux de clôture, la vérification des soldes, et la préparation des états financiers.

L'outil pagine automatiquement pour récupérer TOUS les comptes (classes 1 à 7) afin de garantir des totaux exacts.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
period_endYesFin de période (YYYY-MM-DD).
is_auxiliaryNoFiltre sur le type de compte : true = uniquement les comptes auxiliaires (détail par tiers 411xxx/401xxx), false = uniquement les comptes généraux, Ne pas renseigner (null) = tous les comptes retournés par l'API. Par défaut null : l'API retourne TOUS les comptes (classes 1 à 7), le serveur exclut automatiquement les auxiliaires de l'output sauf demande explicite.
period_startYesDébut de période (YYYY-MM-DD).

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv1.0.0

TDQS

A3.9/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnly, idempotent, and non-destructive, so the safety profile is covered. The description adds genuinely useful behavior beyond that: automatic pagination across all accounts (classes 1-7) and handling of auxiliary accounts, which tells the agent the result is a complete, exact total rather than a page.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Two short paragraphs with the core action front-loaded and pagination detail second. Efficient, though the 'TOUS les comptes' emphasis is slightly redundant with the schema's own wording.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

An output schema exists, so return values need not be explained, and annotations carry the safety profile; the description covers purpose, use contexts, and pagination behavior. It is complete for a read-only report tool, with only minor redundancy rather than a real gap.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so the schema already documents period_start, period_end, and the is_auxiliary filter including its default behavior. The description's note about classes 1-7 largely restates what the schema says, adding only marginal meaning over the structured fields, so the baseline of 3 applies.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb ('Récupère') and resource ('balance générale') plus the returned content ('chaque compte avec ses totaux débit/crédit'). The purpose is unambiguous, but the description does not explicitly name or contrast against siblings like pennylane_list_accounts or pennylane_list_entries, so it stays at 4.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly names the use contexts: closing work ('travaux de clôture'), balance verification ('vérification des soldes'), and financial statement preparation. That gives clear when-to-use guidance, but there are no exclusions or named alternatives for when a different tool (e.g., list_entries) is preferable.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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